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Josh Zoldan

A native of San Diego, CA and graduate of the University of California at San Diego, Josh brings a western flair to Wealth Management Institute. As Operations Manager, Josh wears a lot of hats. Some of the man items he is responsible for includes maintaining client investment records, billing, maintaining the online presence of the firm, planning various live events, and serving as the firm’s Para Planner. A resident of Frederick, Josh and his wife, Lauren, are relishing the experience of raising their daughter, Ella, in his off time.